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Client Feedback Form - KDOC Name of the Client Address of Client Date Onsite Support Executive Have been

using KDOC since More than 6 Months 6 Months 3 Months 2 Months 1 Month 1 Week

Most Useful features of KDOC

Compulsory Profiling of Documents Unique Document Id Easy and Quick Retrieval Centralized Storage Secured Access ICAI Templates Hazel Templates Template Mangement Classification of Working, Archive and Historical User based Access rights Word and Excel lock Easy and Faster Creation MS Word/ MS Excel and MS Outlook Add - Ins E- Mail Archiving and Profiling

Rate KDOC ( Highest = 1, Lowest = 10 )

10

How KDOC has improved your experience in creation and managing of your documents

Signature:

Client Feedback Form - E Secretary Name of the Client Address of Client Date Onsite Support Executive Have been using E Secretary since More than 6 Months 6 Months 3 Months 2 Months 1 Month 1 Week

Most Useful features of E Secretary

Easy and Complete Contact Profiling Simple Contact Management Easy and Quick Letter/ Correspondence Creation Mail/email Merge Call out Label and Envelope printing Greetings Management Easy and Secure Access rights Correspondence Management Easy Retrieval E- Mail Productivity using MS Outlook MS Word/ Excel and Outlook Add-Ins

Rate KDOC ( Highest = 1, Lowest = 10 )

10

How E Secretary has improved your experience in creation and managing of your Contacts and Correspondence

Signature:

Client Testimonail Sheet: Name of the Client: Name o the firm: Firm Address: Number of liscences used: Product: Kdoc
Add insIs Kdoc installed in all the systems Are the addins installed and being used Is the word and excel lock feature being given to all the users Profiling, retreival and document creation Is the profiling of all the documents done completely Does he use compulsory profiling of documents Is he creating documents from existing documents and templates from Kdoc Does he find document retrieval system easy Has document number been on an important use to the customer Is he using basic and advance filter for document search Does he find document creation easier and quicker Has he moved or is moving his current data into Kdoc for daily use Classification Is he segregating documents as per their usage in working, archive and history Does he use auto archive option Has he created hitory and does he use history as an option E-mail management Does he use kdoc to send e-mails through outlook Are outllok add ins used by everybody in the office Does he move important e-mails into kdoc as documents or templates Template service Does he have a template repository in kdoc has he found ICAI?hazel templates useful Do they collborate work by using templates Do they have templates rights as per usergroups or users for specific use User administration Does he take regular back up Has he created user groups Are the users created, and assigned rights for security? Is there an administartor who manages the rights and administration in kdoc Does he update Kdoc regularly Customer satisfaction Is he happy with the services provoded by hazel and it's team Is the customer happy with the products performance What are the features that he is using the most Yes/No Rating

What is customers overall experience and opinion about Kdoc

How had Kdoc helped the customer at his work place

Are their any suggestions that the customer had towards our improvement

Is the customer not happy with anything from Kdoc

Additional Comments

res that he is using the most

experience and opinion about Kdoc

the customer at his work place

e customer had towards our improvement

appy with anything from Kdoc

Client Testimonail Sheet: Name of the Client: Name o the firm: Firm Address: Number of liscences used: Product: esec
Contact Management Has he imported all the contacts that he had previously Does he use the contact profiling properties fields completely Is the basic search and advance search of contacts of use to him Has he attached doucments to the conacts and has he moved out of cards and excel sheet of contact management Correspondance/template management Does he have correspondance in his office are correspondances made through add ins or brought from outside Does he uses effective corresspoendnace management system Has he found the external and internal number useful in management Does he use contacts and correspondnace to track daily activities Does he use templates/ICAI/Hazel, and do they use templates for document creation Group Communication Does he use mail/email merge options Has he created groups Has he used label and envelope printing from esec Does he use his dialer through esec for calling Is greetings used effectively User administration Does his staff use esec effectively Does he provode acces rights and team rights for security Do every body use esec in his office Outlook and add ins management Do they use outlook to sen and reply mail from esec addins Do they use word add ins to create correspondance Customer satisfaction Is he happy with the services provoded by hazel and it's team Is the customer happy with the products performance What are the features that he is using the most Yes/No Rating

What is customers overall experience and opinion about esec

How had esec helped the customer at his work place

Are their any suggestions that the customer had towards our improvement

Is the customer not happy with anything from esec

Additional Comments

e is using the most

e and opinion about esec

mer at his work place

r had towards our improvement

anything from esec